> ## Documentation Index
> Fetch the complete documentation index at: https://viewerdocs.planpoint.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Members

> Invite Admins or Editors to a specific projet or to the full account.

<Steps>
  <Step title="Step 1: Access">
    To access the Members module, click on Members on top of the project you wish to add it to in your dashboard. Alternatively, you can search for it within the Sales & Marketing module.

    <Frame>
      ![](https://i.postimg.cc/50J1dgCm/members-1.jpg)
    </Frame>
  </Step>

  <Step title="Step 2: Invite members">
    Click on the Invite members button to open up the menu. The table below will list all current members of a specific project.

    <Frame>
      ![](https://i.postimg.cc/FsxQ33wf/members-2.jpg)
    </Frame>
  </Step>

  <Step title="Step 3: Enter the members information">
    Choose a permission level and simply enter the user's email address. **Administrators** have all rights except deleting the current project - this is a right only the main initial owner of a Planpoint account has. **Editors** can only edit the information contained inside the unit module. This is particularly useful for sales admin.

    <Frame>
      ![](https://i.postimg.cc/7YPd3N2w/members-3.png)
    </Frame>
  </Step>

  <Step title="Step 4: Accepting the invitation">
    The member that you invited will receive an email from [support@planpoint.io](mailto:support@planpoint.io) asking them to accept the invitation by clicking on a hyperlink. They will be required to setup their account by creating a password to login. If invited to multiple projects with the same email, they will be able to see multiple projects in the dashboard and manage them from it.

    <Frame>
      ![](https://i.postimg.cc/nzpZBTw4/members-4.png)
    </Frame>
  </Step>

  <Step title="Option: Granting and managing access to all projects in your account">
    For users with multiple Planpoints (projects), you can easily grant access to all of your projects at once for admins or editors. Simply navigate to the **Settings** in the top right corner of the dashboard and select the **Members** module to grant and manage permissions.

    <Frame>
      ![](https://i.postimg.cc/yN7x001W/members-3.jpg)
    </Frame>
  </Step>
</Steps>